Gibbs Financial Group & Gibbs Wealth Management

Financial Advisor in Milton, GA

Firm Info
Address: 3980 Old Milton Pkwy, Alpharetta, GA 30005, USA
Phone: (678) 694-8770

Firm Size
Assets Under Management: $102.2 million
# of Advisors: 10
# of Clients: 767
Client to Advisor Ratio: 77:1
Average Account Size: $133,283
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Gibbs Wealth Management, LLC Overview

Gibbs Wealth Management, LLC is a fee-only investment advisory firm headquartered in Alpharetta, Georgia. The firm has been in business since 2022 and is registered as an investment advice-only firm. As a fee-only firm, Gibbs Wealth Management does not receive commissions on investment products, ensuring that their advice is unbiased and in the best interest of clients. The firm offers portfolio management services for individuals and small businesses, focusing on providing personalized investment portfolios tailored to each client's individual needs and goals. Gibbs Wealth Management also offers services for selecting other advisors, ensuring clients have access to the best professionals in the industry. In addition to traditional portfolio management, Gibbs Wealth Management offers educational seminars and workshops. These seminars are designed to educate clients on a variety of investment topics, including financial planning, investment strategies, and risk management. These seminars help clients make informed decisions and stay up-to-date with the latest investment trends and strategies.

GIBBS WEALTH MANAGEMENT, LLC has a diverse clientele consisting of individuals and high net worth individuals. As a financial management firm, they cater to a wide range of clients with customized financial plans, tailored to meet individual needs. Their services are designed to provide comprehensive financial solutions that help clients achieve their financial goals, without compromising on their lifestyle. Gibbs Wealth Management, LLC offers their clients flexible fee structures that are dependent on the services provided. One of their most popular fee structures is a percentage of AUM (Assets Under Management), which allows clients to pay a percentage of their investment portfolio, as a fee to the firm. This fee structure is a popular choice for high net worth individuals who enjoy the flexibility and transparency of having their investments and management fees in a single account. Gibbs Wealth Management, LLC ensures that all clients receive top-notch financial services, regardless of their income or portfolio size.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure for Gibbs Wealth Management, LLC, there is no mention of an investment minimum.

How This Office Can Help Milton, GA Residents

Gibbs Financial Group & Gibbs Wealth Management is committed to supporting clients in Milton, GA, by providing comprehensive financial planning and investment management services. With years of experience in the financial industry, they understand the unique challenges and opportunities that their clients in Milton face. One common challenge for residents in the area is balancing the high cost of living with the need to save for retirement. Gibbs Financial Group & Gibbs Wealth Management works closely with clients to create customized financial plans that meet their specific goals and needs. Additionally, the team at Gibbs Financial Group & Gibbs Wealth Management provides guidance on important financial matters such as managing debt, planning for college expenses, and building an investment portfolio that aligns with the client's risk tolerance and financial objectives. Whether someone in Milton is just starting their career or nearing retirement, Gibbs Financial Group & Gibbs Wealth Management is equipped to provide the support and guidance needed to achieve financial success.


Services Offered by Gibbs Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Gibbs Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3980 Old Milton Pkwy, Alpharetta, GA 30005, USA
Phone (678) 694-8770
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Gibbs Wealth Management, LLC is registered to service clients in the following states:

  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Iowa
  • Massachusetts
  • Michigan
  • North Carolina
  • Ohio
  • Pennsylvania
  • Virginia
  • Wisconsin

Disciplinary History

Gibbs Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs